IFC & Insurance Marketing’s HEICO Corp HEI Stock Holding History

IFC & Insurance Marketing’s Portfolio HEI Stock Details HEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-81	Closed	-$26K	–	302
2025 Q4	$26K	Buy	+81	New	+$25.6K	0.03%	249

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

IFC & Insurance Marketing's HEI Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of HEICO Corp (HEI) in Q1 2026, closing a stake of 81 shares — an estimated $26K sold.

IFC & Insurance Marketing first reported a position in HEI in Q4 2025 and held it in 1 quarter. The position peaked at $26K in Q4 2025. 739 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

IFC & Insurance Marketing reported no remaining HEICO Corp position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 81 HEICO Corp shares in Q1 2026, an estimated $26K.
IFC & Insurance Marketing first reported a position in HEICO Corp in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's HEICO Corp position peaked at $26K in Q4 2025.
739 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.